Most Anticipated Earnings: IAG-T, BDT-T and more Canadian Companies Reporting Earnings this Week (Nov 04-08)

Opinion about SLF.TO: Now is a good time to take some money off the table. Financials have outperformed the fundamentals in the next few years. Wait…

Opinion about IIP.UN.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Positive Same-Property Net Operating Income(SPNOI).…

Opinion about BTB.UN.TO: An investment in this is an investment in Québec, so you have to be favourable to the Québec marketplace,…

Opinion about MR.UN.TO: Likes the company but not crazy about the REITs and their external management structure. Thought the fees were a little bit…

Opinion about IFC.TO: Likes the thesis of buying companies that you pay into via your monthly bills. Likes the business. Nice diversifier within the…

Opinion about CIGI.TO: (A Top Pick May 16/22, Down 14%) It is in the business of real estate. It has grown through acquisitions and does well during downturns.

Opinion about IAG.TO: The fact that interest rates have been very low had affected the insurance industry. Not an expensive stock. Trading at 9.5…

Opinion about ELF.TO: Solid company. Reasonable yield. Expert opinions on E-L Financial (ELF.TO) — buy, sell, or hold ratings from Canadian and US…

Opinion about BEI.UN.TO: Headline "Soaring Canadian housing costs drive population boom in Alberta" tells the story. Affordable housing, with 78%…

Opinion about DIR.UN.TO: (A Top Pick Sep 27/23, Up 10%) Attractive valuation, about 25-30% undervalued. Last-mile distribution. Europe is seeing…

Opinion about CRT.UN.TO: CT REIT (Canadian Tire) vs. Choice Properties (Loblaw) based on dividends for seniors He likes both REITs. Both dividends…

Opinion about AD.UN.TO: Stockchase Research Editor: Michael O'Reilly With EPS growing 24% annually over the past three years and revenues up 24% this…

Opinion about ISC.TO: Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA.…

Opinion about FC.TO: Small “mortgage” REIT. Mezzanine financing for residential for multi-residential and commercial development. Involves loans for…

Opinion about MFC.TO: Doesn't own any of the lifecos. This name struggled for quite a while, but then broke out on strategic repositioning by…

Opinion about GWO.TO: All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only…

Opinion about GRT.UN.TO: Has done well in the past. It trades at a premium vs. peers. Instead, she owns Chartwell and CAP REIT.

Opinion about CHP.UN.TO: Holds quality Loblaw assets and industrial ones mostly located in cities. Same-store net income growth isn't super, but…

Opinion about CRR.UN.TO: Grocery-anchored retail, defensive. Benefits from inflation. Occupancy up last quarter, higher leasing spreads. 14.7x, 10%…

Opinion about KMP.UN.TO: Will it do well after a Covid vaccine emerges? They've been collecting all their rents. Good managers. He likes apartment…

Opinion about FRU.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Freehold Royalties reported strong second quarter (Q2)…

Opinion about UNC.TO: Making changes to be able to invest more in foreign stocks. Wait to see how they do. Expert opinions on United Corporations…

Opinion about DHT.UN.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The royalty focus and the sector is interesting.…

Opinion about ERE.UN.TO: Allan Tong’s Discover Picks This translates into steady, though unspectacular growth. If you’re looking for Tesla gains, buy…

Opinion about DIV.TO: They buy the royalty rights for a company they are taking over. It is a high growth business. They have increased same store…

Opinion about DRR.UN.TO: Newer REIT. Apartment buildings in the US. Rents are lower, assets are older. Small. Trades at a nice discount. Pretty…

Opinion about PAY.TO: They own high yield securities which is an area that has been under pressure with interest rates going up. The best time is now past.

Opinion about HOT.UN.TO: He has met with their management a few times. They have transitioned their business from hotels for railworkers and staff,…

Opinion about IVQ.U.TO: It is a healthcare REIT with a high concentration in the US. They operate medical office buildings, skilled nursing, and…

Opinion about IGM.TO: Stockchase Research Editor: Michael O'Reilly IGM is one of Canada's largest diversified wealth management companies with over…

Opinion about CAR.UN.TO: Owns it for income. Despite stock slide, demand for rental housing still outstrips supply. Government announced decreased…

Opinion about DFY.TO: P&C business. Making a ton of money. Great business, good valuation. Will probably be acquired at some point. His insurance…

Opinion about CIX.TO: Stockchase Research Editor: Michael O'Reilly CIX just announced a $1.3b sale for 20% of its US wealth management business. This…

Opinion about GSY.TO: Spin out from Accrete Energy (GZ-T). Quite small so conflicts with his view of sticking with good liquid stocks and strong…

Opinion about EIT.UN.TO: The management company was recently sold. It has to re-invent itself. Expert opinions on Canoe EIT Income Fund (EIT.UN.TO) —…

Opinion about AIF.TO: He has been lightening up. The big decline in energy services impacts this one. He does not see a lot of positive change for…

Opinion about TSU.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 65c matched estimates; Revenue of $772M was nicely…

Opinion about FSZ.TO: (A Top Pick Sep 27/19, Up 13%) They bought one of the world's largest fund managers. Pays a sustainable 7% dividend yield. In…

Opinion about CF.TO: Banks are doing well, but unfortunately it is at the expense of the independent brokers in Canada. This is certainly cheap, but…

Opinion about GCG.A.TO: (A Top Pick April 16/14. Down 0.87%.) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). The whole…

Opinion about AX.UN.TO: Based in Winnipeg, this REIT owns property in Manitoba, BC, Arizona, Colorado, Minnesota and Wisconsin, broken down into 47%…

Opinion about ECN.TO: It was a spinoff of Element Financial. He buys when it dips below $4. They are getting into lending for home renovations. They…

Opinion about HOM.UN.TO: Trades in USD and CAD. US apartments, mainly in the US sunbelt, in high-growth markets. Best way to get exposure to those…

Opinion about PLZ.UN.TO: PE ratio In real the better measure is price to cash flow or FFO (funds from operations). Cash flow is more critical due to…

Opinion about MRD.TO: A cheap stock, which should go up. Expert opinions on Melcor Developments Ltd (MRD.TO) — buy, sell, or hold ratings from…

Opinion about BPF.UN.TO: (Market Call Minute.) He likes the restaurant business. (See Top Picks.) Expert opinions on Boston Pizza Royalties…

Opinion about GDC.TO: A land developer primarily in Alberta. They accumulate land and turn it into residential properties. A different way of playing…

Opinion about OLY.TO: Provincially regulated trust Company. Just reported Q2 earnings and the results were fantastic. 6% dividend is very safe. Very…

Opinion about ONEX.TO: Very strong management team.Hard stock to value. Private equity firm.Trading at discount to net asset value.High interest…

Opinion about BBU.UN.TO: Think of it as a private equity firm that looks to buy, improve, and sell off businesses. They have a focus on energy…

Opinion about MKP.TO: Loan to values are quite conservative because of Canadian laws. There is headline risk. Stick with it but don't add to it. Prefers HCG-T

Opinion about AIM.TO: Has a one-year contract with Air Canada (AC-T) and you don’t know if that will be renewed. Be very careful with this.…

Opinion about DC.A.TO: He has been involved in it in the past. They recycled the cash from the Dundee sale into resources. There is concern about the…

Opinion about TIH.TO: Eastern Canada Caterpillar dealer.Very strong company.Used to own shares in company.Valuation full at the moment.Wait for…

Opinion about CJT.TO: He just trimmed target due to additional capex. EBITDA up 10%, nice. He is worried about tariffs on this name. Always trades a…

Opinion about ALC.TO: Infrastructure is very important and these are long life assets. Shipping is never going to go away and they have ordered a…

Opinion about ECO.TO: Manufactures an environmentally friendly synthetic wood product, i.e., it doesn’t have formaldehyde. There are a lot of…

Opinion about PPL.TO: Likes Canada and likes energy. On the 5-year chart, you can see the consolidation phase in 2022-2023. We're seeing another…

Opinion about BDT.TO: Industrial stocks have come off on tariff, and other, fears. Very good ROE profile. Excellent earnings growth, with analysts…

Opinion about AFN.TO: (A Top Pick Mar 29/22, Up 38%) It has stopped making acquisitions, is paying down debt quickly and has great free cash flow. It…

Opinion about BLDP.TO: Has been a hold for 20 years. Was the stock to own in the late 90s. Hydrogen fuel cells technology have come a long way but…

Opinion about MAL.TO: Not his favourite in this space, though he follows it. because it's a Canadian company selling into U.S. aerospace, it could…

Opinion about WJX.TO: It'll be flat this year. It's very illiquid, so likely way cheaper than it ought to be. Good balance sheet. Cheap at 8x…

Opinion about DE.V: A capital pool company. Just bought a wood fireplace manufacturer that provides manufacturing into the US. It will pay out a…

Opinion about TTNM.TO: Recently went public. He really likes it. It has been weak like every offering this summer. He was looking for those that use…

Opinion about TSL.TO: Sold his holdings when the US housing market started coming apart. 20.5% yield. Wouldn't bet that the housing market will…

Opinion about NTR.TO: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3…

Opinion about WSP.TO: Core holding. Great executional track record with M&A and organic growth. CAGR of 20%. With the global trade war unleashed,…

Opinion about GFL.TO: Terrific management. Market's underpriced it because it grows by acquisition, and has taken on a bunch of debt. They've put an…

Opinion about SJ.TO: Large utility pole business. Strong performance resulting from increased power demand. Unsure of demand for products - would…

Opinion about PBH.TO: His firm likes to hold stocks forever, or at least for 5 years. Really likes management -- focused on sustainably growing…

Opinion about MX.TO: Likes it. He just took profits. Natural gas is driving shares, and nat gas prices are down now, so MX shares are up. It's a…

Opinion about CURA.TO: (A Top Pick May 04/21, Down 59%) Derating of secular growth stocks due to rising interest rates. Doing all the right things.…

Opinion about SPB.TO: Dividend sustainable? Valuation probably attractive enough to add now as a value play. Seasonally, expects demand to improve.…

Opinion about NFI.TO: Too volatile for her. Stay away. Ranks 1/10 on value. Upside to street's price target only 1.5%, so risk/reward is just not there.

Opinion about IFP.TO: Demand for lumber will continue to increase.Short term weakness in housing (recession) not a concern for long term…

Opinion about CHR.TO: Allan Tong’s Discover Picks Bay Street is giving CHR stock the benefit of the doubt with six buys and no holds or sells. The…

Opinion about GRA.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Momentum is solid. The fundamentals are improving…

Opinion about CKI.TO: Buying out of favour businesses that they feel have an intrinsic value. An interesting portfolio play that has broadened them…

Opinion about WEF.TO: They just announced third quarter results. Earnings are second highest since 2018 when the stock was $2. They do specialty…

Opinion about BOS.TO: This is a beautifully run company with revenues of $300 million per year. They are into anything rubber. The balance sheet has…

Opinion about IAN-CSE: Comparable to Medmen Enterprises. American-based sales of legal cannabis, with operations in six states, including the 48…

Opinion about SWP.TO: SWP is one of the few companies in the world to decaf coffee using a chemical process. A few competitors have shut down.…

Opinion about BBD.B.TO: (A Top Pick Jun 21/24, Up 28%) Gaining altitude. Technological leadership in medium- and long-range aircraft. Order book…

Opinion about GTII-CSE: The rare American cannabis stock, mostly in medical marijuana. They report Wednesday and he expects positive results. Be…

Opinion about EIF.TO: Really likes the name, good business. Making all-time highs, expensive here. Doing all the right things, growing its dividend.…

Opinion about LAS.A.TO: (A Top Pick May 14/08. Down 17.4%.) Fruit juice manufacturer and packager. Well run. Dominant in Quebec. Long history of…

Opinion about CAS.TO: (A Top Pick Apr 24/20, Up 4%) It was doing well until its recent report. Its costs are rising, so CAS is getting squeezed. He…

Opinion about DBM.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Recent reported EPS and revenues missed estimates. A…

Opinion about ANRG.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported good sales growth, suggesting…

Opinion about CRP.TO: (Market Call Minute.) Had an issue with the management contract that has now been resolved. Feels there is a lot of upside for…

Opinion about SXP.TO: Manufactures highly specialized envelopes. 55% market share in Canada. Just made an acquisition. Very focused on reducing costs.

Opinion about LCFS.TO: Newly listed. Renewables and ESG. One of the best ways to play the renewable diesel and hydrogen theme in Canada. Tremendous…

Opinion about EXRO.V: The technology is interesting, using an electric motor to increase torque. The new CEO is moving the company from an experiment…

Opinion about FLY.V: Their recent acquisition was a huge benefit to the company. China has said by the end of 2019 all planes must have satellite…

Opinion about HRX.TO: Lately has not been very liquid. The breakout was very strong and it was a gap on Jul 17th. Stop is 12.25 but upside is…

Opinion about CL.CN: CURELF-N vs. CL-X. He really made a focus on the US for cannabis. He thinks the US MSOs have a tremendous amount of room to go.…

Opinion about WEED.TO: They each have their own strengths. He would pick Canopy (WEED-T) because they are the 800 lb gorilla. Aurora has lots of news…

Opinion about TBL.TO: There were a couple of subtle things went on with the trust conversion which discouraged a lot of investors. An illiquid stock.…

Opinion about XLY.TO: Former Cannabis Wheaton. At the end of the day, it comes down to management. They’ve had some missteps, hence the name…

Opinion about TPZ.TO: Company does not have to worry about inflation of service costs (royalty business). Royalty business benefiting from rise in…

Opinion about KEY.TO: Betwixt and between, which makes it hard to call. Right up against quite strong technical resistance, and right at FMV. Good…

Opinion about MEG.TO: One of his largest holdings. It has sold off from tariff worries, just hitting a one-year low. They have 35 years of stay-flat…

Opinion about IPCO.TO: Also a Lundin Group company. Consistent in buying back shares. Stock's substantially undervalued. Heavy oil producer.…

Opinion about PXT.TO: It remains a value trap and doesn't see this changing. A Colombian strike took production offline. Management faces other…

Opinion about SOIL.TO: Passed on last private placement.Large abandonment liabilities.Small company that doesn't attractive institutional…

Opinion about VET.TO: If you own, sell it and buy names like WCP, which pays a higher dividend. VET's bases are scattered around the world. VET poorly executes.

Opinion about CEU.TO: Really likes management and the company. With the commodity price coming off this much, it is probably down 60% or so. They…

Opinion about FEC.TO: Stockchase Research Editor: Michael O'Reilly FEC produces over 40 mboed, looking to grow to 50 mboed. The company recorded…

Opinion about CFW.TO: For companies like this, it is all about leverage to the upside. Clearly the cycle has turned. Gas companies are spending more…

Opinion about PNE.TO: A very well run Nat Gas company that goes after dry natural gas. He is not bullish on Nat Gas so would not own it. He…

Opinion about PRQ.TO: He believes we are seeing a very firm bottom for nat. gas prices. This is a premier deep basin player. Has owned for a couple…

Opinion about IPO.TO: The $1.66 level is quite interesting. Once it gets by that, the next level would be the high $1.90 area. It has just got above…

Opinion about SHLE.TO: (A Top Pick Jul 04/23, Up 140%) It is one of the largest providers of frack sand in Western Canada and the prices of the…

Opinion about GXE.TO: Hasn't had the market's attention. Team has had a good track record and the company will participate in the bullish Canadian…

Opinion about JOY.TO: At this point in time, with everything going on in the oil patch, this would not be one of his favourites. Have a fair bit of…

Opinion about BNE.TO: It is a conservative producer. They did a good job over the long term. All dividends are at risk, but this one should…

Opinion about TRP.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRP P/E at 19X compares with its 10-year range of 12 to…

Opinion about OVV.TO: The former Encanna moved to the US. It was a disappointment to the market. During the pandemic they decided to move it to the…

Opinion about PSI.TO: You generally see energy stocks leading a little in anticipation of higher oil prices. Then you see higher oil prices followed…

Opinion about CJ.TO: He owns it in his RRSP because of the dividend. Company's done a decent job. Need oil prices to go up to bring excitement to the…

Opinion about KEC.TO: Good management. Feels they probably have a reasonable field. Had some water in their first drilling.

Opinion about TOT.TO: Good management team. Inexpensive. Well diversified. Getting into tank storage business, which is exciting.

Opinion about RBY.TO: Doesn't believe in quality of assets. Company too new to determine whether a good investment. Good management, but not buying…

Opinion about QEC.TO: Gas weighted. Good name but thinks ultimately development is going to be slow. Expert opinions on Questerre Energy (QEC.TO) —…

Opinion about MCB.TO: It had a mishap with an ERP installation (software). These things are tricky to implement. It is a temporary problem and in the…

Opinion about CNE.TO: (A Top Pick Oct 24/13. Down 32.81%.) Still likes the story. A Colombian producer. There are high expectations in terms of…

Opinion about OYL.V: Just raised some money and will be undertaking a 6 well program. Expert opinions on CGX Energy Inc. (OYL.V) — buy, sell, or hold…

Opinion about PMT.TO: This was heavily weighted towards natural gas. Management has been doing a great job of divesting non-core assets. Thinks there…

Opinion about KEL.TO: It's his only oil stock. Their relationship with their bankers is strong, so he's not worried about that. They were…

Opinion about E.TO: This company was having issues, where they had so much business, they were renting a lot of equipment which put pressure on their…

Opinion about HWO.TO: He likes it. They made an acquisition a couple of weeks ago. They bought assets at 15-20 cents on the dollar. He has been…

Opinion about ORA.TO: After a july 4 vote, there is expected to be a big re-organiztion of the company. and a 1 for 7 share consolidation. The…

Opinion about VNP.TO: Their biggest customer just came out with good earnings, so this stock jumped also. That customer really wants some alternate…

Opinion about K.TO: Pulled back recently.Has sold shares, but looking with current share price.Wait a little before buying.Expects gold to go up the…

Opinion about PAAS.TO: Has recommended it before. Even though it's doubled, it still holds value because of a new discovery in a Mexican silver mine.…

Opinion about ARTG.V: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has lots of cash but does not have revenue. They have…

Opinion about ERO: Very well run. In a 2-year timeframe, it'll go higher. Very long-life deposit, very good production pipeline. He sold, as it…

Opinion about DPM.TO: This was formerly a closed-end fund of junior resources but changed its method of operations and now has two gold projects in…

Opinion about LIF.TO: Unsure on direction share price (short term).Good company for the long term investor.At current price is a bit…

Opinion about EDR.TO: (A Top Pick Jan 15/09. Up 170%.) Taken a little bit of profit but not too much. Thinks silver will outperform gold going…

Opinion about ORE.V: Gold in Burkina Faso. Good management. His probabilities of success are very good based on management's previous success in…

Opinion about NCP.TO: 12 million oz of gold and platinum. 17 km long deposit. Potential to double in size of larger. Was formerly a mine and has been…

Opinion about FNV.TO: (A Top Pick Dec 15/23, Up 14%) Still suffering the shut-down of the Panama mine, though new discussions may arise about it. FNV…

Opinion about AGI.TO: This name is further down the food chain. Take a look at the more interesting mid-size players. Still, he's been lightening up…

Opinion about BTO.TO: Weakness in share price not a reflection of rising gold prices. Stock trading a multi-decade low. Cost issues, and inflation a…

Opinion about OR.TO: A gold royalty company. He has a $17 price target. Not being a producer, they have more stable cash flow.

Opinion about TXG.TO: The biggest influence on gold is going to be the US$. Gold rolled over to about the $1290 range. You should get a bit of a…

Opinion about RUS.TO: Steel producer. Payout ratio is 49%. Sales and earnings are up, ahead of analyst expectations. Yield is 4.65%. (Analysts’ price…

Opinion about OSK.TO: (Market Call Minute.) Has come through their ramp-up stage, they are executing, getting their production on and bring down…

Opinion about WDO.TO: Has gone through trials and tribulations, but a lot of it is related to the Cdn$ as well as some mining issues in both their…

Opinion about SSRM.TO: He has been trying to find a good silver play, because the silver price seems either undervalued or reasonably valued. This…

Opinion about ASTL.TO: (A Top Pick Feb 09/23, Down 13.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ASTL has triggered its…

Opinion about ODV.V: They plan to drill 200,000 meters for the next two years, backstopped by the Osisko teams (4 companies in total under Osisko).…

Opinion about FDY.TO: It is a call on the Canadian market. December is the strongest month of the year. It is when the Canadian market outperforms…

Opinion about SMT.TO: An excellent company. The right time to own a company like this. Expert opinions on Sierra Metals Inc (SMT.TO) — buy, sell, or…

Opinion about FF.TO: (Market Call Minute.) Great execution with a $500 million market cap. Thinks it is ahead of itself. It is expensive.

Opinion about AMX.V: $45 million market cap. It has a gold project in western Quebec and hitting some high-grade at less than a meter,…

Opinion about LGD.TO: Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over…

Opinion about MPVD.TO: This is not the first bear market he has seen. This is the next new big mine. Diamonds have been going thought a bit of a dry…

Opinion about MGM.V: Doesn't like the sole risk exploration. If the story develops the people behind the company have the financial connections. The…

Opinion about ABX.TO: Ran into a real meat grinder with an African government (a military dictatorship). Shows the difference between those…

Opinion about WPM.TO: Gold is almost like an insurance policy. Good diversifier. Should be a good, long-term hedge. Deposits have become harder to…

Opinion about CCO.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research CCO is not perfect but if an investor is looking for…

Opinion about LUG.TO: Ecuador is becoming more mining friendly, but he is suspicious and it seems the government is reactionary and he does not trust…

Opinion about EDV.TO: What is the outlook for Endeavour Mining? They are producers out of West Aftrica. "At 90 cents you have to like the name".The…

Opinion about IMG.TO: He is looking at it and he has it as a buy. It has good management. They have been lagging the other producers and this is why…

Opinion about AG: Have done a very good job. He is leery of stocks after such a long run up. Expert opinions on First Majestic Silver (AG) — buy,…

Opinion about DML.TO: The outlook for players in this area is quite positive. Now that we are living with shortages in power, people are realizing…

Opinion about SSL.TO: It's a royalty to 18 junior hold projects, so you avoid the risk of owning a single company. It's defensive.

Opinion about FOM.TO: Manitoba, close to Hudbay. VMS, Multi-metallic deposit, very high grades, strong ownership by very important people in mining…

Opinion about SVM.TO: Caller writes covered calls. Right strategy? This is the right strategy. This one has very high premiums in it. Even if you get…

Opinion about ALS.TO: (Top Pick Sep 28/16, Up 10.06%) It is a core holding in any junior resource portfolio. It is an extremely well run company. It…

Opinion about ERD.TO: They are active in several concessions in Mongolia. Any one of their projects could be a major mine. Should do well over the long term.

Opinion about AOT.V: (Market Call Minute.) Interesting exploration in the northern triangle in British Columbia. Great neighbourhood.

Opinion about ITH.TO: Primary asset is an Alaskan property Livengood. Have been in the process over the last 3-4 years of proving it reserves.…

Opinion about BSX.TO: (A Top Pick March 5/13. Down 53.47%.) This one was a mistake. He had a view as to what the front-end capital costs would be and…

Opinion about DIAM.TO: Diamonds. Had a pretty robust project looking forward but they needed to raise money to expand the project. Everything hit the…

Opinion about AMM.TO: Have a really outstanding group of exploration properties. They find and let partners do the work and put up the money, much…

Opinion about MTA.V: He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early…

Opinion about ELR.TO: Likes the space. There are very few ways to play it. Production profile is very strong. Always has been quite a liquid stock.…

Opinion about KRN.TO: Had a good run and then pulled back with the market. The market is waiting for a price settlement for the Potash with the…

Opinion about CVO.TO: Coveo wend public last Thursday on the TSX. Initially priced at $15, the shares quickly rose to $18. Coveo raised $215 million…

Opinion about NVEI.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. NVEI trades at 4X sales; 17X 2023 earnings. It has…

Opinion about GIB.A.TO: Global. Big player in US, making a series of "metro market" acquisitions. A near-shoring strategy. Affected by US government…

Opinion about DND.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think DND is quite cheap given the quality of the…

Opinion about KSI.V: A company that has a software to bring efficiency to the pharmaceutical industry. It helps with work flows. Their strategy is…

Opinion about DRT.TO: (A Top Pick Nov 10/15. Down 19.94%.) Likes this for its revolutionary technology, designing, installation and manufacturing in…

Opinion about SEV.TO: Interesting and thinks there is a window here for some nice momentum. Have wired tethers that run high-speed data over short…

Opinion about ART.V: This company is involved in Kurdistan in a project of drilling with Niko Resources (NKO-T). They don’t have the capital…

Opinion about LSPD.TO: Long-term base of support around $16-17, and seems stuck there. Just bounced off resistance. At this point, it's only a trend…

Opinion about DND.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think DND is quite cheap given the quality of the…

Opinion about TC.TO: Just IPO'd a couple of months ago. Analysts have not yet put out reports. An interesting business model and feels they are going…

Opinion about SYZ.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has good growth potential from here. Has good cash…

Opinion about CSU.TO: Never owned it due to high PE and they grow by acquisition, whereas she wants to see some organic growth in a company. Are…

Opinion about T.TO: He owns Rogers, instead. Telus is a good operator, but have stumbled along the way. Problem is, the dividend takes up all their…

Opinion about DCBO.TO: Target of $45.40. Cloud-based learning management platform. Strikes a chord during these Covid times. Amends traditional…

Opinion about TIXT.TO: (A Top Pick Jan 12/23, Up 2.5%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with TIXT is progressing well.…

Opinion about QTRH.TO: It has gone through tremendous changes in the past 6 months. He teamed up with others to buy 10% of the company and forced the…

Opinion about PZA.TO: Allan Tong’s Discover Picks Pizza chains are not the same, and we’re not talking taste. Pizza Pizza suffers from being a…

Opinion about QSR.TO: Not buying it now. For options, you could go out to the May $94 put and sell it for close to $4. If it pulls back, you're force…

Opinion about PET.TO: Shares are basically flat over the past year do some quarterly misses, but its PE has fallen to 22.34x, below its 24.06x,…

Opinion about SOY.TO: He became disenchanted when they could never bring the growth in revenue to the bottom line. He hasn't talked to them recently…

Opinion about TSAT.TO: Stockchase Research Editor: Michael O'Reilly This Canadian based satellite operator provides services to direct-to-home…

Opinion about RAY.A.TO: Music on your cable box. They put up a good quarter recently and raised their dividend. There is insider trading. It is going…

Opinion about DCM.TO: When people think the world is coming to the end, people bring these stocks down. If global economy goes down, you will see an…

Opinion about SIS.TO: Fell on Tuesday's tariff news, bouncing today. Benefits from the aging population that has financial flexibility. Very strong…

Opinion about CGX.TO: Covid hammered them, while a British company tried to buy them but aborted that deal (now in a lawsuit). It's not cheap seeing…

Opinion about LEV: https://finance.yahoo.com/news/northern-genesis-spac-rallies-lion-162015419.html Spiked 19% today after news of a deal to supply…

Opinion about ADW.A.TO: The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value.…

Opinion about BYL.TO: They make antennas for smartphones and other applications. Problem is that it's tough for them to make money. They buy a lot of…

Opinion about TGO.TO: Originally a pure connectivity play. They acquired a company recently and are now cross selling to the acquired company’s…

Opinion about BCE.TO: For the Canadian telcos, regulatory challenges won't go away. In response, the telcos pledged to invest in rural areas, but…

Opinion about STN.TO: A true compounder in Canada. Respects management, but it's fallen from its summer peak due to profit-taking. It's a buying…

Opinion about SAP.TO: He's staying away from consumer staples stocks, unless they have some real edge. With dairy products, hard to get a margin and…

Opinion about CTC.TO: Online shopping taking major toll on business.Not as many visitors in the past.Business not competing well with Amazon.Rewards…

Opinion about CTC.A.TO: Steer clear. Generally, retail is a tough industry. Not good insulation from online competition. Wary of retail that's not…

Opinion about QBR.A.TO: Shares fell on Q4 over a concern that their wireless growth may be slowing with lower net additions. They only have 15%…

Opinion about QBR.B.TO: Telus and QBR.B are the 2 best stocks to own in the space. Telus will gush free cashflow, as it's beyond big capex cycle, low…

Opinion about PRMW.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has very strong growth and the sector is…

Opinion about LNF.TO: Has owned this since 2004. Tremendous upside. They really expanded their e-commerce and now makes up 10% of sales. When people…

Opinion about GOOS.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Overall likes the stock. The Japan deal to expand…

Opinion about KBL.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Hospitality segment most impacted by COVID. New…

Opinion about Y.TO: Yellow Pages 8% debentures November 30, 2022. The company does not have that much debt. Their margins are north of 30%. You will…

Opinion about HLF.TO: He held it for 10 years and did very well, but then he unloaded it entirely, starting in February. He didn't see a recovery in…

Opinion about ICE.TO: This hardly trades at all. Insiders own a very big chunk of it, about 75%. They own ice rinks and an adult hockey league.…

Opinion about FTS.TO: Consistent and reliable. A quality utility, which are generally safe and slow. Expert opinions on Fortis Inc. (FTS.TO) — buy,…

Opinion about TA.TO: Stockchase Research Editor: Michael O'Reilly TA holds a basket of high-quality power generation facilities including renewables.…

Opinion about GRN.TO: Allan Tong’s Discover Picks Greenlane it’s another small-cap Canadian biogas play in the same business as XBX, but it boasts a…

Opinion about BIP.UN.TO: He likes this and the parent company, BN-T, which is one of the best equity shops on the planet. Infrastucture investing is…

Opinion about INE.TO: A Quebec renewable energy with a good yield over 5%. It's a safe haven for green investors. Overall, this sector is great if…

Opinion about H.TO: Great company and business. Trading at 18x. Growing at peer average. Better names in sector to own. Would recommend holding.

Opinion about AQN.TO: In multi-year turnaround after its struggles from higher interest rates and slower execution. Most earnings come from stable…

Opinion about GRN.TO: Allan Tong’s Discover Picks Greenlane it’s another small-cap Canadian biogas play in the same business as XBX, but it boasts a…

Opinion about BEP.UN.TO: Undervalued. Well run. Diverse assets. Lots of hydro, as well as solar and wind, both in NA and globally. One of the leading…

Opinion about EMA.TO: (A Top Pick Nov 07/23, Up 17.6%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with EMA has achieved its target…

Opinion about TRUL.CN: It's a vertically integrated medical marijuana company that is dominant in Florida with a growing presence in the US…

Opinion about AND.TO: Doesn't see it going back to $5 as their last issue was dilutive. The Alberta royalty review will certainly help them somewhat…

Opinion about CRRX.TO: Billy Kawasaki’s Insights - Picks from 5i Research. The company continues to transform and has done well. The market cap has…

Opinion about JWEL.TO: A nice company that seems to dominate the vitamin business, which offers long-term growth. Buy this at a decent PE. People buy…

Opinion about WELL.TO: Disconnect with analysts' price targets. Expectations have been high since the beginning; founder's previous success was…

Opinion about GUD.TO: The superstar CEO with a great track record raised a pile of cash, but didn't do anything with it. He had a short position on…

Opinion about CPH.TO: Attended a talk and was very impressed with the rack of products that they have in the pipeline. Thinks it could be very…

Opinion about DR.TO: They have a strong balance. The dividend is fine. But the issues revolve around their clinics. A new public hospital has stolen…

Opinion about EDT.TO: A really neat little company. Good funding of their R&D. They have revenue and operating profits. Agreement with Cardinal will…

Opinion about NLH.V: Doesn't know much about this. Shied away from it for now, because it doesn't trade much. Has the potential to be a bigger…

Opinion about VHI.TO: (A Top Pick Mar 12/24, Up 20%)*Note the short timeframe. He has big expectations. Sitting on a pile of cash to make…

Opinion about CRRX.TO: Billy Kawasaki’s Insights - Picks from 5i Research. The company continues to transform and has done well. The market cap has…